# Organise files and file documents

> Rename, move and delete files and folders in Files, file your Office documents into folders from Files or the editor, and share what is in them.

Source: https://plexiidesk.com/help/files-organise-and-file-documents
Section: Office > Files and the browser
Plans: All plans
Updated: 2026-10-15

Files works like the folders on your computer: rename things, drag them into folders, and delete what you no longer need. It also keeps your Office documents in order. File a document, spreadsheet, deck or design into a folder, and it sits there next to the files it belongs with.

## Before you start

- Organising Files is on every plan.
- Open Files. See [Files: your folders and files](https://plexiidesk.com/help/files-overview).

## Rename

1. Right-click the file, folder or document and choose **Rename**.
2. Type the new name and press `Return` or `Enter`. Press `Esc` to keep the old name.

Renaming an Office document in Files changes the name it is listed under in Files only. Its own title in Office stays as it was; to change that, rename it in its editor.

## Move into a folder

- **Drag** a file, folder or document onto a folder to move it there.
- **Drag** it onto a folder in the path bar above the list, such as **Files**, to move it back up.

A folder cannot be moved into itself or into one of its own folders.

## Delete

Right-click and choose:

- **Delete** for a file.
- **Delete folder and contents** for a folder. Everything inside it goes too.
- **Remove from folder** for an Office document. The document itself is not deleted: it is taken out of the folder and stays in Office.

If you delete something by mistake, click **Undo** in the toolbar straight away, or press `⌘` `Z` on a Mac or `Ctrl` `Z` on Windows.

To delete an Office document itself, use **File** > **Move to trash** in its editor. See [Delete and restore Office files](https://plexiidesk.com/help/office-trash-and-restore).

## File an Office document

A document lives in one folder at a time. Filing it again moves it.

### From Files

1. Open the folder.
2. Click **Add document** in the toolbar.
3. Click the document in the **File an existing document here** window.

The window lists documents that are not in a folder yet. To move a document that is already filed, drag it to its new folder, or use its editor as below.

### From the document's editor

The header of every Office editor shows where the document is filed, such as **Filed in** Projects › Launch, or **Not filed — file it** for a document that is in no folder yet.

1. Click it. The **File this document** window opens on the folders in Files, with a tick on the folder the document is in now.
2. Find the folder: click a folder to open it, use the path at the top to go back, or type in **Search folders**.
3. Click **File here** next to a folder, or **File in** and the folder's name at the bottom to file it in the folder you have open. **File at top level** puts it at the top of Files.

To make a folder on the way, type its name in **New folder name** and click **Create**. You go into the new folder, ready to file there.

> **Tip:**
> File a document as soon as you create it, from the editor's header. It then shows up in Files with everything else for that project, and you can find it by browsing as well as searching.

## Open in your computer's folders

For a file, right-click and choose **Reveal in Finder** to see PlexiDesk's copy of it in your computer's file browser.

## Share from Files

Right-click a file, folder or document for sharing:

- **Create public link** makes a link anyone can open in a web browser. A folder shares the documents in it. See [Share a widget, document or file](https://plexiidesk.com/help/share-items-documents-files).
- **Share with team or group** shows when you are in your personal workspace and belong to a team organisation. It moves the file or folder, and everything in it, into the organisation, for everyone or just one group. See [Share with your team or a group](https://plexiidesk.com/help/share-with-team-or-group).
- **Collaborate live**, for a folder while you are signed in, turns it into a shared folder that others can open and work in.

## Common questions

**Why can I not find my document in Files?** It has not been filed yet. Click **Not filed — file it** in its editor, or use **Add document** in Files.

**Does moving a file break the desks that use it?** No. A desk shows the file wherever it is in Files.

**I removed a document from a folder. Where did it go?** Nowhere: it is still in Office, just not in a folder. Find it under **Recent** on Office Home, and file it again if you like.

**Can I put the same file in two folders?** Each file and document is in one folder at a time. For a file you need in several places, add it to each desk that needs it; desks show the file wherever it is filed.

## Related tasks

- [Files: your folders and files](https://plexiidesk.com/help/files-overview)
- [Add files and folders](https://plexiidesk.com/help/files-add-and-import)
- [The Documents page](https://plexiidesk.com/help/office-documents-page)
- [Share a widget, document or file](https://plexiidesk.com/help/share-items-documents-files)
- [Share with your team or a group](https://plexiidesk.com/help/share-with-team-or-group)
- [Find, star and pin your Office files](https://plexiidesk.com/help/office-find-and-star-files)
